For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points We’re raising our target price and reiterating our Overweight rating on RBC shares post the firm’s 3QFY25 earnings call on Friday. Our target price rises USD67 to USD404 as...
Key Points We expect global polyethylene capacity growth to tick up in 2025 and utilization rates to inflect up slightly; higher oil prices could provide a pricing tailwind Consensus earnings estimates for...
Key Points We’re raising our target price on shares of BA by USD6 to USD228 post the firm’s 4Q earnings call earlier this week, and we're reiterating our Overweight rating...
Key Points Q4'24 EBITDA miss and EPS beat Near-term outlook commentary was mixed We rate LYB shares Neutral; our 12-month target price is USD85 per share Summary LyondellBasell announced Q4’24 results this morning: Recurring EBITDA...
Key Points Q4’24 EBITDA and EPS beat on lower Hurricane Beryl spend and improved chlor-alkali pricing Below consensus Q1’25 on slower than anticipated CAPV segment recovery We rate Olin shares Overweight, with a...